Skip to main content

The contact catalog

Pour :Administrateur
Open in Unisoft
View of the 'catalog' page

The catalog is the entry page of the Contacts module. It lists your entire base and lets you find a profile in seconds, whether to view, edit or act on multiple contacts at once.

Route: /app/contact/catalogue

Anatomy of the page​

The page is organized into three zones:

  1. Action bar at the top β€” import, sync, advanced search and add buttons.
  2. Filter panel on the left β€” quick filters by category or by status (All, Trash, Archived, New, Deceased).
  3. Central table β€” the list of filtered contacts, with search field, columns and pagination.

The filter panel​

On the left, you find a filter tree that determines what the table displays. Clicking on an entry reloads the list with the corresponding filter.

Base filters​

FilterWhat it displays
All ContactsThe entire base (default when the page loads)
TrashDeleted contacts awaiting restoration or final deletion
ArchivedArchived contacts (visible if at least one contact is archived)
NewRecently created contacts never opened (visible if at least one is in this state)
DeceasedContacts marked as deceased (visible if at least one is in this state)

Each filter displays a counter in parentheses (All Contacts (1,245)) reflecting the real total in the database β€” not the filtered number.

Filters by category​

Under the Categories divider, the list of all your categories appears with, for each, the number of contacts that carry it.

Clicking on a category reduces the table to contacts who are members of it. For example: clicking on Regular donors (87) displays only the 87 regular donors.

A special icon (share instead of the usual label) signals shared categories between multiple organizations β€” an advanced case for federated structures.

The central table​

The table displays contacts matching the active filter.

Columns​

ColumnContent
SelectionCheckbox for multi-selection (except in Trash mode)
NameLast name + first name, preceded by an icon (gender, status); clickable link to the profile
PhonePrimary phone (displays - if the contact has parents or has no phone)
EmailPrimary email (displays - if the contact has parents or has no email)
ActionsOpen profile button

The icon at the start of the row is contextual:

  • Blue icon (+): New contact (never opened).
  • Gender icon: Male / Female.
  • Visual indicators: deceased, archived, favorite.

The search bar above the table accepts free text. Search is:

  • Case-insensitive (cohen, Cohen, COHEN return the same result).
  • Accent-insensitive (LΓ©vy β‰ˆ Levy).
  • Full-text on name, first name, email, phone and city fields.

Example: typing paris returns all contacts residing in Paris; typing 06 12 34 returns all contacts whose phone starts with these digits.

"View only my contacts" checkbox​

If your organization uses the system of per-administrator access restrictions (advanced option), a checkbox appears: View only my contacts. When checked, it limits the table to contacts assigned to you.

Pagination​

The table uses a virtual scroll: all filtered contacts are loaded and scroll smoothly, even on very large bases. There is no traditional pagination to click β€” you simply scroll down the list.

Open a contact profile​

Two ways to open a profile from the catalog:

  • Click on the name in the Name column: opens the profile in a side panel without leaving the catalog.
  • Click on the Eye button in the Actions column: same result.

The side panel is handy for quickly viewing a profile and then returning to the catalog. For a longer review, you can also navigate to the profile in full page: /app/contact/fiche?id=....

The top action bar​

The top bar gathers operations that don't depend on a selection.

Left side: import and sync​

ButtonAction
Import Excel / CSVLoads a file in bulk β€” see the dedicated Import page
Sync Contacts (CardDAV)Syncs with an Apple, Google or other address book
Import via Google ContactRetrieves your Google contacts in one click

These buttons are conditional on the contact.export permission and on your organization's plan.

Right side: advanced search and add​

ButtonAction
Advanced SearchSwitches to /app/contact/search to query by combined criteria
Add a ContactOpens the new profile creation form

Multi-selection and bulk actions​

When you check at least one contact in the table, a new action bar appears: add category, delete, archive, CSV export. These operations are described in detail in Bulk actions.

Special cases​

  • Child contact: if a contact is marked as a child (linked to one or more parents), their Phone and Email columns display -. Family contact details are managed at the parent level.
  • Archived contact: remains visible in the All filter as long as archived ones exist, but the dedicated Archived filter lets you isolate them for cleanup.
  • Deceased contact: stays active in the base (not deleted), but the Deceased filter lets you find them quickly for Hazkara reminders.

Going further​